David Unzicker, financial advisor Portland OR
89 score

David Unzicker

CRD Number: 1811254
Current Firm: Cordant, Inc.

David Unzicker (CRD# 1811254) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Self Employed Beaverton, OR Apr 2012 - Current 4
Beaverton School District Beaverton, OR Apr 2008 - Dec 2012 4
Retired Beaverton, OR Mar 2007 - Apr 2008 1
Intel Hillsboro, OR Sep 1984 - Mar 2007 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for David E. Unzicker
Phone Number: (503) 621-9207
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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